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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,101 | $99,079-52.5% | $78,002-39.6% | $273,972-82.8% |
| Participation rate | 23.1% | 78.6%-55.5pp | 75.5%-52.4pp | 83.0%-59.9pp |
| Annual return | 0.00% | 217.93%-217.9pp | 425.99%-426.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $488 | $3,308-85.2% | $2,470-80.2% | $4,869-90.0% |
| Participant deferral / active EE | $512 | $4,306-88.1% | $3,497-85.4% | $5,287-90.3% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |